Navigation Wealth Management

Navigation Wealth Management

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07/07/2026

✨ Week Watch is here! ✨

We're taking a look back at last month's highlights, checking in on the markets with our Stock Take, and seeing where things stand in our Wealth Check. πŸ“ˆπŸ’Ό

Go onto our website to catch up on the key moments, market movements, and insights that could help keep your financial goals on track.

https://www.navigationwm.co.uk/article/detail/sjpp/weekwatch-06-07-2026.html



SJP Approved 06/07/2026

30/06/2026

Last week, we hosted our very own Business Owner Breakfast Meeting! β˜•οΈπŸ₯

We had some fantastic conversations, a great atmosphere, and the opportunity to discuss many important topics affecting businesses. It was inspiring to see so many business owners come together to share ideas, experiences, and support one another.

A huge thank you to everyone who joined us and contributed to such a positive and engaging morning. We truly appreciate you taking the time to attend, and we look forward to seeing you at the next one! πŸ™Œ

21/06/2026

Happy Father’s Day to all the dads, grandads, and father figures who love, support, and guide their families every day. Your care, strength, and dedication inspire generations and help build brighter futures. πŸ’™

β€” Navigation Wealth Management

Photos from Navigation Wealth Management's post 19/06/2026

πŸ’Ό Meet Jeff!

With 30+ years in financial services, Jeff is passionate about helping people make the most of their money and plan for the future with confidence.

Whether it's growing your wealth, planning for retirement, protecting your family, or creating a long-term financial plan, Jeff is here to help you every step of the way.

✨ Personal advice. Trusted guidance. Real results.

Photos from Navigation Wealth Management's post 16/06/2026

✨ Team Update ✨

We're delighted to welcome Hayley Hoyland to the team as our new Wakefield Manager.

With over six years of experience in the financial services industry, Hayley is passionate about helping people make the most of their money and achieve their personal goals. Outside of work, she enjoys spending weekends supporting her children from the sidelines of football pitches and dance studios, walking her black lab Tilly, and exploring new places with her family in their caravan.

We're also pleased to announce that Anji Ward has been promoted from Admin to Beverley Office Manager.

Having been part of the Navigation family for many years, Anji is known for her hard work, dedication, and commitment to supporting both our team and clients. When she's not at work, she's busy with her family and her beloved dogs!

Please join us in congratulating both Hayley and Anji on their exciting new roles! πŸŽ‰

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Address


16 Navigation Court
Wakefield
WF27BJ

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm